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82) Contact Sources Setup

SELECT FROM THE MENU BAR CONTACTS THEN SETUP THEN SETUP CONTACT SOURCES

Contact Sources are used to categorize the methods or resources by which you receive your contacts.  Use the setup screen to initially setup all the sources of contacts. 

Examples of Contact Sources are Newspaper Ads, Internet, Cold Call or Telemarketing.

Use the New source button to add a source and the Edit and Delete buttons to edit and delete sources. 

The system will warn you if you are deleting a source that is used in a contact record.  If you edit a source, all contact with that source will also be edited to the new source.

You do not have to create all your contact sources now; you can add new sources at any time.


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